Aprio Wealth Management’s iShares Core Moderate Allocation ETF AOM Stock Holding History

Aprio Wealth Management’s Portfolio AOM Stock Details AOM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$270K	Hold	5,700	–	–	0.01%	513
2025 Q4	$272K	Hold	5,700	–	–	0.02%	462
2025 Q3	$271K	Hold	5,700	–	–	0.03%	350
2025 Q2	$262K	Hold	5,700	–	–	0.03%	329
2025 Q1	$250K	Hold	5,700	–	–	0.03%	308
2024 Q4	$248K	Buy	5,700 +33	+0.6%	+$1.46K	0.04%	252
2024 Q3	$256K	Hold	5,667	–	–	0.04%	223
2024 Q2	$244K	Sell	5,667 -224	-4%	-$9.49K	0.04%	204
2024 Q1	$252K	Buy	+5,891	New	+$246K	0.05%	184

Other funds holding AOM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WFS

Weitzel Financial Services Dubuque, Iowa $294M AUM 17.77% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AJ Advisors Nashville, Tennessee $270M AUM 15.75% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aprio Wealth Management's AOM Position: Q1 2026 in Review

Aprio Wealth Management held its iShares Core Moderate Allocation ETF (AOM) position steady in Q1 2026 at 5,700 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #513.

Aprio Wealth Management first reported a position in AOM in Q1 2024 and has held it in 9 quarters since. The position peaked at $272K in Q4 2025. 292 funds tracked by Wall St. Rank hold AOM as of Q1 2026.

Aprio Wealth Management held 5,700 shares of iShares Core Moderate Allocation ETF worth $270K as of Q1 2026.
Aprio Wealth Management left its iShares Core Moderate Allocation ETF share count unchanged in Q1 2026.
iShares Core Moderate Allocation ETF made up 0.01% of Aprio Wealth Management's portfolio in Q1 2026, its #513 holding.
Aprio Wealth Management first reported a position in iShares Core Moderate Allocation ETF in Q1 2024 and has held it in 9 quarters since.
Aprio Wealth Management's iShares Core Moderate Allocation ETF position peaked at $272K in Q4 2025.
292 funds tracked by Wall St. Rank held iShares Core Moderate Allocation ETF as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.